Civic Intelligence

Fortegra Foundation

EIN 45-5460288 • Jacksonville, FL

Pub. 78 Eligible
10751 Deerwood Park Blvd Ste 200Jacksonville, FL 32256-0534
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

28th percentile

-15%

Higher net margin than 28% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

17th percentile

-56%

Faster asset growth than 17% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

-0.3%

Faster revenue growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$27,428

Up $11,066 (+68%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$27,428

Up $11,066 (+68%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin28th percentile

Revenue

Up

$190,873

Up $62,873 (+49%) from 2023

Expenses

Up

$179,807

Up $32,446 (+22%) from 2023

Net Income

Up

$11,066

Up $30,427 (+157%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2012: $0Liabilities 2012: $02012Assets 2013: $64,924Liabilities 2013: $18,2852013Assets 2014: $64,125Liabilities 2014: $02014Assets 2015: $116,901Liabilities 2015: $02015Assets 2016: $171,462Liabilities 2016: $02016Assets 2019: $221,905Liabilities 2019: $02019Assets 2020: $82,779Liabilities 2020: $0Net Assets 2020: $82,7792020Assets 2021: $38,308Liabilities 2021: $0Net Assets 2021: $38,3082021Assets 2022: $37,187Liabilities 2022: $0Net Assets 2022: $37,1872022Assets 2023: $16,362Liabilities 2023: $0Net Assets 2023: $16,3622023Assets 2024: $27,428Liabilities 2024: $0Net Assets 2024: $27,4282024

Latest loaded filing

2024

Assets$27,428
Liabilities$0
Net Assets$27,428
Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2012: $5,055Expenses 2012: $5,055Net Income 2012: $02012Revenue 2013: $100,680Expenses 2013: $0Net Income 2013: $100,6802013Revenue 2014: $109,056Expenses 2014: $91,570Net Income 2014: $17,4862014Revenue 2015: $122,301Expenses 2015: $69,525Net Income 2015: $52,7762015Revenue 2016: $120,736Expenses 2016: $66,175Net Income 2016: $54,5612016Revenue 2019: $128,654Expenses 2019: $104,610Net Income 2019: $24,0442019Revenue 2020: $54,842Expenses 2020: $193,968Net Income 2020: -$139,1262020Revenue 2021: $73,342Expenses 2021: $117,813Net Income 2021: -$44,4712021Revenue 2022: $128,380Expenses 2022: $129,501Net Income 2022: -$1,1212022Revenue 2023: $128,000Expenses 2023: $147,361Net Income 2023: -$19,3612023Revenue 2024: $190,873Expenses 2024: $179,807Net Income 2024: $11,0662024

Latest loaded filing

2024

Revenue$190,873
Expenses$179,807
Net Income$11,066
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$1.91$1.80$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.28$1.47$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.28$1.30$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.73$1.18$0.44
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.55$1.94$1.39
2019Summary only. Only limited summary data is available for this year.$2.22$0.00$1.29$1.05$0.24
2016Summary only. Only limited summary data is available for this year.$1.71$0.00$1.21$0.66$0.55
2015Summary only. Only limited summary data is available for this year.$1.17$0.00$1.22$0.70$0.53
2014Summary only. Only limited summary data is available for this year.$0.64$0.00$1.09$0.92$0.17
2013Summary only. Only limited summary data is available for this year.$0.65$0.18$1.01$0.00$1.01
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.05$0.05$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 17, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard KahlbaughChairman-$0--
Julie FaganSecretary-$0--
John ShortDirector-$0--
Michael VrbanTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAmerican Cancer SocietyCancer Research-Jacksonville, FL, US$75,000
Paid GrantJacksonville High SchoolJacksonville HS 9:12 tournament-Jacksonville, FL, US$35,000
Paid GrantUniversity of DelawareEducational Contriubtion-Newark, DE, US$25,000
Paid GrantGallaudet UniversityScholarship Endowment-Washington, DC, US$15,000
Paid GrantUnited Breast Cancer FoundationBreast Cancer Research-Huntington, NY, US$8,227
Paid GrantDown Syndrome Assoc of JaxDown Syndrome Support Programs-Jacksonville, FL, US$2,500
Paid GrantOperation new uniformTransition Veterans to post service careers-Jacksonville, FL, US$2,500
Filing and Contact Details

Filer

Filer Name
Fortegra Foundation
EIN
45-5460288
Phone
9045936615
Address
10751 DEERWOOD PARK BLVD STE 200, JACKSONVILLE, FL 32256-0534

Signing Officer

Name
Michael Vrban
Title
Treasurer
Phone
9045936615
Signed
2026-03-17
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Richard Kahlbaugh
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Julie Fagan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2John Short
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Michael Vrban
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110751 Deerwood Park Blvd Suite 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210751 Deerwood Park Blvd Suite 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt310751 Deerwood Park Blvd Ste 200
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Jacksonville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3JACKSONVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt375000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Down Syndrome Support Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Breast Cancer Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Jacksonville HS 9:12 tournament
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Cancer Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Transition Veterans to post service careers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Educational Contriubtion
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Scholarship Endowment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Down Syndrome Assoc of Jax
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1United Breast Cancer Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Jacksonville High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3American Cancer Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Operation new uniform
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5University of Delaware
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Gallaudet University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd6NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08011 Philips Hwy 7
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 2421
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27510 Baymeadows Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34583 Worrall Wy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt48825 Perimeter Park Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5210 S College Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6Denison House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0800 Florida Ave NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Jacksonville
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Jacksonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Newark
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Washington
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00

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